See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,933 | $189,613-81.6% | $167,512-79.1% | $142,382-75.5% |
| Participation rate | 68.8% | 80.1%-11.4pp | 77.1%-8.3pp | 80.1%-11.4pp |
| Annual return | 18.70% | 2024.68%-2006.0pp | 1615.79%-1597.1pp | 217.08%-198.4pp |
| Employer contribution / active EE | $829 | $4,349-80.9% | $3,882-78.6% | $4,299-80.7% |
| Participant deferral / active EE | $3,290 | $6,981-52.9% | $6,405-48.6% | $6,507-49.4% |
| Admin fee / account holder | $366 | $10,528-96.5% | $9,769-96.2% | $12,624-97.1% |